Question · Q3 2025
Gabriel Bara asked about the allocation rationale and outcome of the recent offerings, and Cosan's strategy for subsidiary companies, specifically Raizen's capital structure challenges and potential solutions like a third entrant or further capitalization.
Answer
Rodrigo Araujo Alves, CFO of Cosan, explained that the offerings prioritized existing shareholders, with the first offering having 10x demand and the second also being significant. Marcelo Martins, VP of Finance, Cosan, confirmed the urgency for Raizen's capital structure solutions, noting ongoing discussions with Shell and the potential use of offering proceeds for capitalization, though no final conclusion has been reached.
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